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Last Verified: April 14, 2026
Confidence Level: High

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Overview

Eastern Bank allows you to grant access to your accounts by creating a User. This is done through Eastern Business Banking, where you can:
  • add a new user with their own login credentials
  • choose which accounts they can access
  • define what they are allowed to see and do, such as viewing balances or initiating payments
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptEastern Bank term
Delegated userUser
AdminAdministrator / Primary Administrator

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Setup steps

1. Navigate to user management

Sign in to Eastern Business Banking.From the top navigation, go to: Administration & Settings → User Maintenance (or locate the User Maintenance widget).
Click Add a New User.Enter the user’s details:
FieldNotes
First NameRequired
Last NameRequired
UsernameRequired
EmailRequired
PhoneRequired
Time ZoneRequired
PasswordRequired
Repeat New PasswordRequired
Mobile UserOptional
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
In the Assign Accounts section, select the account or accounts this user should access. You can choose Assign All Current and Future Accounts or Manually Assign Accounts.
This must be done for each account individually. If skipped, the user will not see any accounts.
SettingRecommended
Access levelEnable all Permissions
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet as appropriate
The above example corresponds to read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.
Review the setup and click Add User.After adding the user, return to the User Maintenance widget, click the checkbox next to the user, and click Approve to finalize the setup.

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Important notes

If no account access is assigned, the user will see no data.
Eastern Bank requires approval from another user (dual control) to fully activate a new user. The user will remain in “Entered” status until another administrator approves them.
Use one user per account if separate connections are required.